estate planning

Estate planning is an important part of your overall financial strategy and ensures smooth transition of your assets without unnecessary tax burdens on your loved ones.
An experienced Valley-Wide estate planner can help you prepare for proper care of your assets, including:

• Tax-Effective Strategies
• Final Expenses
• Succession Concerns
• Estate Transfer
• Non-Registered Investment Strategies
• Charitable Giving

Estate planning also involves choosing the best investments for continued growth of your estate after you pass on. To make an estate planning appointment with a Valley-Wide financial advisor in Vancouver, Abbotsford or throughout BC, contact us.